In this interview, Ascendant Financial host SPEAKER A welcomes Che, a new member of the American Advisor team, to discuss his evolution from teaching to coaching the Infinite Banking Concept (IBC). Che emphasizes that IBC success hinges on a mindset shift rather than product knowledge, describing how clients now arrive pre‑educated through videos and Nelson Nash Institute materials, allowing him to focus on their money mindset. He recounts attending two think‑tank sessions and the Nelson Nash Institute Coaching Academy, where interaction with veteran IBC practitioners reshaped his perspective and reinforced the need to convey Nelson Nash’s original message. The conversation also highlights the promotional message for the book Don’t Spread the Wealth, which uses an aquarium metaphor to illustrate keeping capital within the family. Che shares his excitement about witnessing clients experience “light‑bulb” moments, becoming financial “superheroes” who transform their families’ trajectories, and looks forward to scaling this impact over the next five years. The interview blends personal testimony, coaching philosophy, and promotional calls to action.
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Today's guest is one of those people. Che is part of our growing American Advisor team, and he represents what I believe is the next generation of leadership in the movement here at Ascendant Financial.
I want to teach, but I'd rather coach. I need to stop teaching it this way. I need to start teaching it this way because Infinite Banking is not for everybody. It's for the people who have the desire to want to rethink their thinking. Well, this is exactly why I wanted to join Ascendant when. When I got the opportunity, when you guys came to Kurt and said, hey, we want. We want to, you know, you guys, to, you know, be our next arm here in the States, I was like, man, that's. This is such a wonderful opportunity. And this goes back to, you know, my. You know, my faith. It's when. When I initially started my financial journey, you know, the Lord said, I got something prepared for you. I didn't even know it was going to be something this big. And then the opportunity came to work with you guys, and I'm like, wow, I did not know you had that big of a preparation. But I'm ready for whatever you guys got. And so I got the opportunity to meet you guys and work with you guys. And I feel that the reason why the clientele that come in, I don't have to go out and do as much work to get a client to clarity. Whereas when I was boots on the ground doing things on my own, it was. I felt like I had to do a lot more. More teaching, right? I want to teach, but I rather coach. And I felt like I had to do a lot of teaching and explaining as opposed to now when I'm meeting somebody who's gone through our ecosystem. They've watched a few videos already. They may have already read Nelson's book. Their. They're asking more questions along the lines of, you know, how do I get started? Whereas I can come in and say, okay, before we get started, I want to understand your mindset around how you see money first, right? Because instead of me now going in and teaching them, well, how does life insurance work? And how does, you know, what is it like? None of that matters. It's your thinking. And so now I get to lead with. With a. A way of helping them start to rethink their thinking so that they can implement this concept and it won't be two, three years down the road. We're like, why did I. Why am I still doing this? Because it's not product focused at that point. It's all about mindset. 100%.
Very well said.
Well, speaking of mindset, we talked a little bit about the think tank that you've been to and so you've actually attended two think tanks at this point now. And you've also been one of the first to attend the Coaching Academy that's put on by the Nelson Nash Institute. So we get to spend some, some quality time together there at one of the Coaching Academy's channel early. Curious if you can share for early because we also have a lot of great amazing advisors and people who, who watch our program and are whether they're with the Nelson Esch Institute or perhaps they're not, they may not even know that that program exists. So could you share a little bit about your experience attending that and how did that help you maybe get some additional clarity but also some momentum built up for your business.
Look, we want your family to have more money. That's our goal. That's our job at wealth on Main Street. Our goal is to have you keep as much of that hard earned capital where it belongs, with the people you love and care about. Easy way to do that. Pick up a copy of this book Don't Spread the Wealth. This book is all about keeping the money in the family. Think of it like an aquarium. The money never leaves and you can use it and reuse it as many times as possible. Go ahead and pick up a copy today at Don't Spread wealth dot com.
I'll say. When I went to the Coaching Academy, I was able to meet with a lot of the people that have been in and inundated with the infinite banking concept since its inception, like Mary Jo and Tim and you know, Ryan Griggs and a lot of, a lot of people who were able to help me start to refocus my thinking around infinite Banking. I'm going to take it back to when I first started infinite Banking. You know, it's really easy to sensationalize this message. Oh, you can, you can, you can use it to buy your cars and get rich buying cars. And all of a sudden I found myself doing all of those things. But I sit down in this room of people who have such a vast knowledge and a heart to want to help more people understand this concept at its foundational level. I felt like I was getting so much information that was completely backwards from my thinking and I'm like, wow, everything that I knew about infinite banking, I sit down in this room and I come out with a whole new mindset of okay, I need to stop teaching it. This way. I need to start teaching it this way because all I'm doing is confusing the average everyday person when they. When they think about Infinite Banking. So I myself haven't gone to another one of those events yet, but I need to start going to more of them because it. It just drives more of a desire for me to make sure that what I'm. The message that I'm bringing to. To the public is the correct message that Nelson was trying to make sure that people understand.
That's very good. And I would, because I'm always curious in speaking with not only teammates, but people who are practitioners doing great work, you know, across the country. What. And maybe you've thought about this, like, what excites you most about where.
You.
Know, we're taking this movement and where it's headed over the next five years.
The main thing that I am super, super excited about is when I get to sit in a room with a client or multiple clients, and the light bulb goes off and they come back to me, you know, a week or two later and say, che, I've been talking to this to so and so and so and so and so and so. And you've just, you've just changed my life. At that point. It has nothing to do with me at that point. It has everything to do with. That person is going to be the next superhero in their family. That that person right there is going to change their family trajectory. And I felt like that was me when I was sitting in that room with Kurt and I got the two by four across the face. I cannot wait for that to happen for others. So the trajectory that we're on, that just excites me that much more that I'm going to be able to reach more and more people. And will everybody grasp it? No. Infinite Banking is not for everybody. Right? Infinite Banking is for the people who have the desire to want to rethink their thinking. So this just gives me that much more opportunity to reach those people that are ready for change, just like I was when I sat in that chair.
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